The HubSpot integration with Boxsy allows you to bring your CRM and sales pipeline data directly into your startup's operational dashboard—giving you real-time insights and streamlined reporting, all in one place.

Step 1: Sign In and Start Boxsy Onboarding

Go to https://app.boxsy.io/sign-in and log in to your account.

You'll first see the prompt:

"Tell us a little more about how you want to use Boxsy."

Select:

As a startup founder

Then click Continue.

Step 2: Complete Initial Onboarding (Required Before Integration)

To access integrations like HubSpot, you’ll need to complete a short onboarding flow that includes:

• Company Basics: Choose your industry, HQ location, incorporation status, entity type, and fiscal year end.
• Business Details: Indicate whether you're a SaaS business, define your customer type, and your billing model.
• Funding Stage: Select your most recent funding stage (Bootstrapped to Series B+).
• Headcount: Provide your team size and how it's distributed across functions.
• Operations Lead: Indicate who currently manages operations at your company.
• Financial Snapshot: Share basic numbers like MRR, monthly spend, cash on hand, and profit/loss.

Click Continue through each screen to proceed.

Step 3: Connect Your HubSpot Account

When you reach the Add Data Sources step: